ATGAX Mutual Fund

ATGAX Mutual Fund

NAV$47.66
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Returns Overview

1 Month
-0.53%
3 Months
+7.47%
6 Months
+19.26%
YTD
+22.75%
1 Year
+26.80%
3 Years (annualized)
+17.51%
5 Years (annualized)
+9.61%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ATGAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
CRSP US Mid Cap Index(CRSPMI1)
This Mutual Fund (YTD)
+22.75%
Peer Avg (YTD)
+9.54%
vs Peers
+13.21%

ATGAX Mutual Fund Performance

ATGAX performance across multiple time periods: 1-month -0.53%, YTD 22.75%, 1-year 26.80%, 3-year 17.51%, 5-year 9.61%, 10-year 10.30%.

ATGAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

ATGAX vs another fund shows side-by-side returns. ATGAX alternatives are available in the Mutual Fund Screener.